Badgley Phelps Wealth Managers, LLC
Badgley Phelps Wealth Managers, LLC reported 333 holdings worth US$5.71B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Jul 31, 2026
Badgley Phelps Wealth Managers, LLC reported 333 holdings worth US$5.71B as of Jun 30, 2026. Largest: Nvidia Corporation, Apple Inc and Microsoft Corp. Filed Jul 31, 2026 (Form 13F).
- Holdings
- 333
- Value as reported
- US$5.71B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Nvidia Corporation | 1.36M | US$272M | 4.8% |
| Apple Inc | 861K | US$249M | 4.4% |
| Microsoft Corp. | 647K | US$241M | 4.2% |
| Alphabet Inc (google) Class C | 635K | US$227M | 4.0% |
| Amazon.com, Inc. | 645K | US$154M | 2.7% |
| Eli Lilly And Company | 92,643 | US$111M | 1.9% |
| Jp Morgan Chase & Co. | 275K | US$89.9M | 1.6% |
| Lam Research Corporation | 206K | US$89.2M | 1.6% |
| Costco Wholesale Corporation | 90,596 | US$84.8M | 1.5% |
| Berkshire Hathaway Inc. | 166K | US$83.2M | 1.5% |
| Broadcom Inc. | 206K | US$78M | 1.4% |
| Visa Inc. | 203K | US$69.6M | 1.2% |
| Meta Platforms, Inc. | 122K | US$68.6M | 1.2% |
| Caterpillar, Inc. | 63,457 | US$67.6M | 1.2% |
| Palo Alto Networks, Inc. | 188K | US$64.1M | 1.1% |
| Applied Materials, Inc. | 82,648 | US$59.8M | 1.0% |
| Morgan Stanley | 284K | US$59.3M | 1.0% |
| Cisco Systems, Inc. | 462K | US$54.3M | 0.95% |
| Columbia Sportswear Company | 769K | US$47.5M | 0.83% |
| Walmart Inc. | 387K | US$43.8M | 0.77% |
| Valero Energy Corporation | 155K | US$40.5M | 0.71% |
| Johnson & Johnson | 158K | US$40.1M | 0.70% |
| Bank Of America Corporation | 691K | US$39.4M | 0.69% |
| Marvell Technology, Inc. | 129K | US$38.3M | 0.67% |
| Parker-hannifin Corporation | 35,965 | US$35.2M | 0.62% |
| Micron Technology, Inc. | 29,632 | US$34.2M | 0.60% |
| Tesla, Inc. | 76,644 | US$32.2M | 0.56% |
| Quanta Services, Inc. | 43,980 | US$31.7M | 0.55% |
| Procter & Gamble Company (the) | 210K | US$30.8M | 0.54% |
| Home Depot, Inc. (the) | 86,970 | US$30.7M | 0.54% |
| Booking Holdings Inc. Common Stock | 168K | US$29.9M | 0.52% |
| Nisource Inc | 623K | US$29.6M | 0.52% |
| Vertiv Holdings, Llc | 87,856 | US$29.4M | 0.52% |
| Prologis, Inc. | 212K | US$28.8M | 0.50% |
| Union Pacific Corporation | 102K | US$27.7M | 0.49% |
| Coca-cola Company (the) | 334K | US$27.3M | 0.48% |
| Ge Aerospace | 67,368 | US$25.2M | 0.44% |
| Mckesson Corporation | 31,065 | US$23.5M | 0.41% |
| United Rentals, Inc. | 20,069 | US$22.7M | 0.40% |
| Servicenow, Inc. | 228K | US$22.7M | 0.40% |
| Danaher Corporation | 116K | US$22.1M | 0.39% |
| Chevron Corporation | 129K | US$21.4M | 0.38% |
| Thermo Fisher Scientific Inc | 42,374 | US$21.3M | 0.37% |
| Eog Resources, Inc. | 161K | US$20.9M | 0.37% |
| Nextera Energy, Inc. | 234K | US$20.5M | 0.36% |
| Texas Instruments Incorporated | 65,136 | US$19.4M | 0.34% |
| O'reilly Automotive, Inc. | 209K | US$19.3M | 0.34% |
| Mondelez International, Inc. | 326K | US$19M | 0.33% |
| Paccar Inc. | 157K | US$18.9M | 0.33% |
| Stryker Corporation | 59,172 | US$18.7M | 0.33% |
| Marsh | 111K | US$18.4M | 0.32% |
| Merck & Company, Inc. | 141K | US$18.2M | 0.32% |
| Tjx Companies, Inc. (the) | 119K | US$18M | 0.32% |
| Ecolab Inc. | 61,587 | US$17.2M | 0.30% |
| Oracle Corporation | 117K | US$17.1M | 0.30% |
| L3harris Technologies, Inc. | 58,492 | US$17M | 0.30% |
| Exxon Mobil Corporation | 124K | US$16.9M | 0.30% |
| Salesforce, Inc. | 103K | US$16.1M | 0.28% |
| Sherwin-williams Company (the) | 46,472 | US$16M | 0.28% |
| Mcdonald's Corporation | 58,866 | US$15.9M | 0.28% |
| Ge Vernova Inc. | 13,498 | US$15.9M | 0.28% |
| Crown Holdings, Inc. | 140K | US$15.7M | 0.27% |
| Gilead Sciences, Inc. | 122K | US$15.5M | 0.27% |
| Amphenol Corporation | 83,503 | US$14.7M | 0.26% |
| Td Synnex Corporation | 54,041 | US$14.4M | 0.25% |
| Kkr & Co. Inc. | 156K | US$14.3M | 0.25% |
| Walt Disney Company (the) | 147K | US$14.3M | 0.25% |
| International Business Machines Corporation | 49,384 | US$13.9M | 0.24% |
| Intel Corporation | 91,830 | US$12.8M | 0.22% |
| Advanced Micro Devices Inc | 21,020 | US$12.2M | 0.21% |
| United Parcel Service, Inc. | 112K | US$12.1M | 0.21% |
| Synopsys, Inc. | 26,943 | US$12M | 0.21% |
| Netflix, Inc. | 168K | US$12M | 0.21% |
| Intuitive Surgical, Inc. | 26,100 | US$10.4M | 0.18% |
| Delta Air Lines, Inc. | 104K | US$9.72M | 0.17% |
| Arista Networks, Inc. | 50,986 | US$8.66M | 0.15% |
| Metlife, Inc. | 101K | US$8.53M | 0.15% |
| Pepsico, Inc. | 62,990 | US$8.53M | 0.15% |
| Liberty Media Corporation - Series A Liberty Formula One | 89,179 | US$8.48M | 0.15% |
| Rtx Corporation | 44,060 | US$8.36M | 0.15% |
| T-mobile Us, Inc. | 49,443 | US$8.29M | 0.15% |
| Uber Technologies, Inc. | 113K | US$8.15M | 0.14% |
| Trimble Inc. | 157K | US$8.06M | 0.14% |
| Palantir Technologies Inc. | 66,270 | US$7.73M | 0.14% |
| The Cigna Group | 27,065 | US$7.46M | 0.13% |
| Unitedhealth Group Incorporated | 17,589 | US$7.31M | 0.13% |
| S&p Global Inc. | 16,799 | US$6.84M | 0.12% |
| Karman Holdings Inc. | 129K | US$6.45M | 0.11% |
| Mastercard Incorporated | 11,453 | US$5.88M | 0.10% |
| Lennar Corporation | 63,082 | US$5.71M | 0.10% |
| Equinix, Inc. | 5,414 | US$5.64M | 0.10% |
| Adobe Inc. | 27,364 | US$5.61M | 0.10% |
| Monster Beverage Corporation | 54,656 | US$5.25M | 0.09% |
| Amgen Inc. | 14,343 | US$5.19M | 0.09% |
| Charles Schwab Corporation (the) | 54,238 | US$5M | 0.09% |
| Remitly Global, Inc. | 220K | US$4.92M | 0.09% |
| Starbucks Corporation | 47,600 | US$4.86M | 0.09% |
| Sysco Corporation | 50,315 | US$4.21M | 0.07% |
| Abbvie Inc. | 15,550 | US$3.91M | 0.07% |
| American Express Company | 11,256 | US$3.81M | 0.07% |
Every holding of Badgley Phelps Wealth Managers, LLC
Source
View original at SEC
Related